Numeral
AI-native tax solution
CustomerSuccessLead
“Customer Success Lead at Numeral. Skills: Customer Success, Building and Scaling Functions, Customer Relationship Management, Driving Metrics, Creating Scalable Systems & Processes, Cross-Functional Partnership. Design and operationalize the Customer Success motion from the ground up. Define segmentation, engagement models, onboarding frameworks, customer health scoring, renewal workflows, and success playbooks”
What You'll Achieve.
Build and scale the Customer Success function from the ground up; Define how Numeral manages onboarding, adoption, retention, renewals, and customer health at scale; Ensure customers realize measurable value from Numeral’s platform and services; Improve efficiency and customer outcomes; Improve customer engagement, proactive support, onboarding efficiency, and renewal visibility
Industry & Context.
Solving operational challenges
What They're Looking For.
Must Have
Experience building or scaling Customer Success, Account Management, or Post-Sales functions in high-growth startup environments, Comfortable operating in an environment of ambiguity, Deeply focused on customer outcomes, Track record of improving adoption, retention, customer satisfaction, and long-term account growth, Can think strategically while also rolling up your sleeves to solve operational challenges, work directly with customers, and build processes from scratch, Experience implementing scalable workflows, defining customer success metrics, and managing complex customer relationships across enterprise and mid-market environments, Excited about leveraging AI tools, automation, and operational systems to improve customer experience and scale efficiently, Can build credibility with executives externally while collaborating effectively across technical and operational teams internally
Nice to Have
Experience in Fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows, High-growth startup environments (Series A–C+), Exposure to both high-touch enterprise and scaled mid-market customer motions
What You'll Do.
Design and operationalize the Customer Success motion from the ground up
onboarding frameworks
customer health scoring
and success playbooks
Own strategic customer relationships and ensure customers realize measurable value from Numeral’s platform and services
Partner with Sales team to identify expansion opportunities
and long-term satisfaction
Own key metrics including Net Revenue Retention (NRR)
Customer Success Qualified Leads (CSQLs)
Build scalable operational processes that support a rapidly growing customer base across enterprise and mid-market accounts
and automation to improve efficiency and customer outcomes
Act as the voice of the customer internally
Surface customer feedback
influence roadmap priorities
and improve the end-to-end customer experience
Implement AI-forward workflows
and operational tooling to improve customer engagement
onboarding efficiency
and renewal visibility
How You'll Work.
Team & Collaboration
Partner closely with the Head of Customer Success & Support; Partner with Sales team; Work closely with Product, Engineering, Tax Operations, and GTM teams; Collaborate effectively across technical and operational teams internally
Communication Scope
Build credibility with executives externally; Collaborating effectively across technical and operational teams internally
Applying for this Customer Success Lead role?
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